Filed February 21, 2006 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $64,454 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $5,075 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,552 | $61,756+229.6% | $69,888+191.3% | $77,906+161.3% |
| Participation rate | 97.6% | 79.9%+17.7pp | 70.5%+27.1pp | 73.7%+23.9pp |
| Annual return | -13.79% | -11.86%-1.9pp | 190.87%-204.7pp | 12.16%-26.0pp |
| Employer contribution / active EE | $5,165 | $2,706+90.8% | $2,560+101.7% | $2,846+81.5% |
| Participant deferral / active EE | $9,843 | $3,977+147.5% | $3,849+155.7% | $4,805+104.8% |
| Admin fee / account holder | $26 | $101-74.5% | $6,267-99.6% | $133-80.5% |